Unclaimed
Sandra Cross is an investment advisor representative at USI Advisors. Sandra Cross is licensed in Tennessee and has been in the industry since December 2014. Sandra Cross is a Series 65 licensed professional, which allows her to provide investment advice to individuals and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Seminars and consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
01/01/2025 - Present
USI Advisors (KNOXVILLE CT)
IA
Issued 06/26/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Sandra Cross is the right advisor for you? Invested Better is here to help.